Maitland & Associates, Inc.

We can customize timely and efficient bookkeeping services to fit your business. If you desire to stay in-house, we can recommend and train your staff onsite in all segments of the bookkeeping process.

Our On-Demand, no Contract, Bookkeeping solutions will offer you the ability to track income and expenses, send invoices to customers, access accurate financial reports, or we can prepare, save and present for review on a quarterly, monthly, and/or annual basis financial reports.

Budgeting and forecasting support are also available. We support all major accounting programs, including Quickbooks and Xero.

Bank Reconciliations

Accounts Payable

Accounts Receivables

Sales Tax Filings and Payments

Management Reports

Makes Payday Easy, Fast, and Affordable
You started your business because you know what you’re doing. You build, you create, you consult. But payroll is a constant issue that takes up your time and concentration and ties up money. Getting it right means avoiding trouble and keeping up employee morale. That’s what Maitland & Associates Payroll does. We let you keep your money longer and be more flexible about how it gets out. We’re your business partner who handles the unfun stuff, letting you do what you do best. Let’s work together.

Enjoy Flexibility With Your Payroll
In your business, things can change daily. You might need to change how your payroll is handled on the fly. We don’t think you should be bound by your payroll company. We give you the flexibility to:

Run an extra payroll
Run payroll same-day or next-day
Cancel payment in case of an error
We’re your partner. We’ll work on your schedule.

Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks, and preparation of all W-2s and 1099 forms.

Small business tax return preparation and filing instructions are core services offered to our clients. Whether your company is a C corporation, S Corporation, Not-for-Profit, Limited Liability Company, Partnership, or Sole Proprietor, a properly prepared tax return can be filed to minimize the tax owed.

Before we prepare your business tax return, we assess your business's current financial posture and analyze the gaps and plan ahead. By determining the projected marginal tax rate for each year, we can weigh the advantages of accelerating income or deductions. Here are some important considerations that we address:

Bonus depreciation and expensing rules
The newly qualified business income deduction
Potential changes to your entity status
Compensation deductions
Business loss claims

Maitland & Associates offers a full range of professional Individual income tax preparation services and solutions, including tax returns for expatriates and non-residents. From busy singles to families on the go, we provide tax preparation services for federal, state, and local taxes.

Our licensed tax professionals each year remain current and educated with the rapidly changing laws through continuing education to ensure that you benefit from every allowable credit and tax deduction. We are committed to preparing an accurate tax return and the maximum refund possible.

If you are looking for accountability, compliance, and proper order in your evaluation of certain standard operating procedures or policies, our team will guide you in developing those procedures that will enunciate your expectations. We can ease uncertainty in assessing certain business strategies that may shape the future of business.

Agreed-Upon Procedures can be structured to test or review procedures related to the subject matter below but are not limited to:

Ohio Department of Job Family Services - validity and accuracy of the cost report.

Verification of compliance and reporting requirements.

Government Program evaluation.

Grant and contract compliance review.

Sarbanes-Oxley Act (SOX) Compliance.

Florida AHCA - Proof of Financial Ability to Operate

Change the world with your brilliant idea by starting a Non-for-Profit Organization. We can help you earn that 501(c)(3) tax-exempt status with the Internal Revenue Service and the State.

The 501(c)(3) formation and applications services include:

File Articles of Incorporation documents with the Secretary of State

File for Employer Identification Number (EIN)

Create an organization's by-laws

Complete Form 1023 and supporting narrative

Create Compensation and Conflict of Interest Policies

Address any correspondence between State and Federal agencies

Tax planning and tax forecasting services for individual and small business clients are a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Recent tax reform has added more complexity to planning, given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions. With the more generous estate tax exclusions under the TCJA, the financial planner’s focus will increasingly turn to multi-year income tax planning. The thresholds for having a client become subject to the tax on net investment income and the higher rates on qualified dividends and long-term capital gains are planning areas that will be addressed.

Here are some factors for tax planning consideration: • Basis of assets • Legal title of assets • Choice of business entity • Income in respect of a decedent • Life insurance • Retained incidents of ownership • Assignments • Insurance and retirement plan beneficiary designations and settlement options • Annuities • Employee benefits • Executive compensation • Charitable giving • Income splitting within the family • Alternative minimum tax • Income taxation of trusts • The impact of the NIIT